沐曦股份午後跳水，漲幅回落至14%，公司澄清“產品訂單排到明年”傳聞不實。

President Trump said he told NATO leaders the US is rapidly expanding defense production capacity.

Pakistan State Oil posted an urgent tender for one LNG cargo for delivery July 15-16, with bids due Friday. Traders said the tender was approved Wednesday after a Qatar shipment scheduled for this month was canceled. Shipping through the Strait of Hormuz has been near-stalled following a second consecutive day of US strikes on Iran; earlier this week a vessel carrying Qatari gas to Pakistan halted transit. Pakistan sources almost all LNG via long-term contracts with Qatar and has faced energy shortfalls since the late-February Middle East conflict; it has purchased two costly spot cargoes in recent weeks to plug supply gaps.